Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.
Regular AAC (Asset Allocation Composite), SAA and TAA portfolios are always rebalanced on the first trading day of a month. the next re-balance will be on Friday April 1, 2022.
As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.
March Madness And Steady Course
If you have paid any attention to financial markets these days, you should have felt its ‘March madness’: a month that saw S&P 500 corrected more than 12% since the beginning of the year and now it has started to recover rapidly:
SPY (S&P 500 index ETF) has recovered almost 10% from its March 8th low.